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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.5B AUM 1,569 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 108 New 610 Added 521 Reduced 87 Exited
Page 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RAMACO RESOURC-A 270.0 $4K NEW $14.81
82 BAI BlackRock ETF Trust 56.0 $3K NEW $53.57 -15.7%
83 THRO BlackRock ETF Trust 70.0 $3K NEW $42.86 +2.6%
84 BUG Global X ETFs/USA 68.0 $3K NEW $44.12 -4.6%
85 ETHA iShares ETFs/USA Financial Services 290.0 $3K NEW $10.34 +39.6%
86 MSGE SPHERE ENTERTAIN Communication Services 20.0 $3K NEW $150.00 -45.4%
87 PR PERMIAN RESOUR-A Energy 188.0 $3K NEW $15.96 +40.1%
88 SWMR SWARMER INC Technology 70.0 $3K NEW $42.86 +9.3%
89 LIBERTY MEDIA CO 32.0 $3K NEW $93.75
90 BRCC BRC INC-A Consumer Defensive 2,013.0 $2K NEW $0.99 -17.3%
91 BLCR BlackRock ETF Trust 46.0 $2K NEW $43.48 +14.5%
92 EVV Eaton Vance Funds/USA Financial Services 175.0 $2K NEW $11.43 -20.1%
93 SIL Global X ETFs/USA 25.0 $2K NEW $80.00 +9.4%
94 KYN Kayne Anderson/Closed-end Financial Services 149.0 $2K NEW $13.42 +10.8%
95 VTWO Vanguard Scottsdale Funds 15.0 $2K NEW $133.33 -9.0%
96 VMBS Vanguard Scottsdale Funds 36.0 $2K NEW $55.56 -16.9%
97 NAT NORDIC AMERICAN Industrials 347.0 $2K NEW $5.76 +20.2%
98 Eaton Vance Funds/Closed-end/U 250.0 $2K NEW $8.00
99 CVI CVR ENERGY INC Energy 24.0 $1K NEW $41.67 -12.0%
100 DFIP Dimensional ETF Trust 20.0 $1K NEW $50.00 -19.4%
Page 5 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.9%
Financial Services 16.4%
Healthcare 15.7%
Consumer Cyclical 13.2%
Industrials 8.6%
Communication Services 6.9%
Consumer Defensive 3.7%
Energy 2.7%
Utilities 2.2%
Basic Materials 2.0%